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Tiedemann Advisors’s Philip Morris PM Stock Holding History

Tiedemann Advisors’s Portfolio PM Stock Details PM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$961K Buy
10,240
+4,965
+94% +$478K 0.04% 124
2023
Q2 		$522K Buy
5,275
+1,206
+30% +$115K 0.02% 154
2023
Q1 		$401K Buy
4,069
+5
+0.1% +$498 0.02% 172
2022
Q4 		$416K Buy
4,064
+7
+0.2% +$661 0.02% 169
2022
Q3 		$342K Sell
4,057
-11
-0.3% -$1.05K 0.02% 173
2022
Q2 		$406K Sell
4,068
-5,336
-57% -$544K 0.03% 164
2022
Q1 		$895K Buy
9,404
+173
+2% +$17.3K 0.05% 147
2021
Q4 		$890K Buy
9,231
+6
+0.1% +$561 0.04% 152
2021
Q3 		$884K Sell
9,225
-5,956
-39% -$599K 0.05% 146
2021
Q2 		$1.53M Sell
15,181
-384
-2% -$36.8K 0.06% 132
2021
Q1 		$1.4M Buy
15,565
+598
+4% +$50.8K 0.06% 131
2020
Q4 		$1.26M Sell
14,967
-2,848
-16% -$222K 0.06% 133
2020
Q3 		$1.36M Buy
17,815
+22
+0.1% +$1.7K 0.07% 152
2020
Q2 		$1.27M Buy
17,793
+5
+0% +$365 0.07% 146
2020
Q1 		$1.32M Buy
17,788
+1,796
+11% +$148K 0.09% 135
2019
Q4 		$1.38M Sell
15,992
-2,775
-15% -$229K 0.07% 139
2019
Q3 		$1.45M Sell
18,767
-884
-4% -$70.1K 0.07% 142
2019
Q2 		$1.56M Sell
19,651
-907
-4% -$74.9K 0.08% 122
2019
Q1 		$1.84M Buy
20,558
+33
+0.2% +$2.66K 0.09% 143
2018
Q4 		$1.4M Buy
20,525
+841
+4% +$70.2K 0.07% 164
2018
Q3 		$1.63M Sell
19,684
-129
-0.7% -$10.6K 0.1% 128
2018
Q2 		$1.62M Buy
19,813
+5,173
+35% +$439K 0.1% 122
2018
Q1 		$1.48M Sell
14,640
-40
-0.3% -$4.17K 0.1% 113
2017
Q4 		$1.57M Buy
14,680
+8,145
+125% +$868K 0.12% 94
2017
Q3 		$692K Sell
6,535
-21,969
-77% -$2.56M 0.06% 179
2017
Q2 		$3.35M Buy
28,504
+657
+2% +$76.1K 0.24% 79
2017
Q1 		$3.14M Buy
27,847
+7,069
+34% +$729K 0.26% 79
2016
Q4 		$1.9M Buy
20,778
+5,701
+38% +$528K 0.19% 95
2016
Q3 		$1.46M Buy
+15,077
New +$1.51M 0.3% 43

Other funds holding PM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Tiedemann Advisors's PM Position: Q3 2023 in Review

Tiedemann Advisors increased its Philip Morris (PM) stake by 94% in Q3 2023, buying an estimated $478K and bringing the position to 10,240 shares worth $961K. The position accounts for 0.04% of the portfolio, ranked #124.

Tiedemann Advisors first reported a position in PM in Q3 2016 and has held it in 29 quarters since. The position peaked at $3.35M in Q2 2017. 2,027 funds tracked by Wall St. Rank hold PM as of Q3 2023.

  • Tiedemann Advisors held 10,240 shares of Philip Morris worth $961K as of Q3 2023.
  • Tiedemann Advisors bought 4,965 Philip Morris shares in Q3 2023, an estimated $478K.
  • Philip Morris made up 0.04% of Tiedemann Advisors's portfolio in Q3 2023, its #124 holding.
  • Tiedemann Advisors first reported a position in Philip Morris in Q3 2016 and has held it in 29 quarters since.
  • Tiedemann Advisors's Philip Morris position peaked at $3.35M in Q2 2017.
  • 2,027 funds tracked by Wall St. Rank held Philip Morris as of Q3 2023.

Based on Tiedemann Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.